RMC

Resources Management Corp Portfolio holdings

AUM $736M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.61M
3
+$2.95M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.59M

Top Sells

1
+$1.06M
2
+$1.01M
3
+$877K
4
PFE icon
Pfizer
PFE
+$793K
5
T icon
AT&T
T
+$579K

Sector Composition

1 Technology 24.19%
2 Financials 14.61%
3 Healthcare 13.54%
4 Consumer Discretionary 11.17%
5 Industrials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$542K 0.08%
4,370
-290
177
$540K 0.08%
6,604
-611
178
$539K 0.08%
3,247
-24
179
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15,989
180
$534K 0.08%
19,081
+826
181
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2,182
+1,780
182
$531K 0.07%
5,565
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183
$528K 0.07%
15,968
184
$526K 0.07%
16,800
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185
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2,291
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186
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6,038
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187
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188
$510K 0.07%
6,750
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189
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1,650
190
$505K 0.07%
3,492
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191
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27,000
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5,550
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194
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195
$462K 0.06%
4,661
196
$447K 0.06%
1,535
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197
$445K 0.06%
2,389
+72
198
$438K 0.06%
10,700
+1,400
199
$435K 0.06%
16,450
200
$433K 0.06%
1,827
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